https://www.reddit.com/r/POETTechnologiesInc/comments/tfbept/keep_your_shares_tight/?utm_source=share&utm_medium=web2x&context=3

We were told we would have an uplisting from a position of strength. I really think we do. So I wanted to give my opinion on a couple things.

ORDERS

I know orders are absolutely necessary, some time. But take it easy. I don't think that's true. Institutions/funds aren't in a hurry. They don't have to rush anything. Besides many companies haven't reported orders and yet they are +- 10% in hands of institutions (RKLY, LWLG,...). So, just wait and keep your shares tight.

INSTITUTIONS

When they come, they want cheap shares. Usually shareprice gets driven down so they can buy in cheap. So keep your shares tight.

MEDIA

We get a lot of very exciting news interviews, announcements, SEC fillings, hints and quotes, but you have to listen to it. Actually this company is very communicative and tactful, more than many other companies. So keep your shares tight.

• "The OFC event provided the Company with the opportunity to engage with several industry analysts, commentators, sell-side analysts and investment bankers."

• "Overall, the exhibition was an overwhelmingly successful event for POET."

• "The POET exhibit had a continuous stream of attendees, including industry leaders, analysts and media."

• "The OFC event provided the Company with the opportunity to engage with several industry analysts, commentators, sell-side analysts and investment bankers."

• "The Optical Interposer is an integration platform that is agnostic to the material system that any given device is built from, meaning that we can select the ‘best of breed' for the specific application rather than trying to do everything in silicon or any other material. This distinctive feature of the POET Optical Interposer technology, among others, means that we can address applications where conventional free-space optics or traditional silicon photonics cannot. We believe that POET represents the future of photonics integration."

• "We had 40-50 meetings overall and are rapidly gaining traction with potential customers, including data center operators, networking systems and AI vendors and module companies," said Vivek Rajgarhia, President of POET Technologies. "Some of the more interesting partnering opportunities were with innovative device companies, looking to utilize POET's platform for the next generation of optical engines for transceivers and co-packaging applications."

• "Optical engines deliver superior performance at industry leading cost, form factor and scale with wafer scale passive assembly"

• "The Optical Interposer unlocks the packaging bottleneck in photonics"

• "The Optical Interposer is THE ONLY chip scale integrated solution for modulated lasers (DML, EML) extending the applicability of these devices into the Tb era"

• “So why invest in POET now? First of all, we have a technology that has been proven out by leading companies. We have a first-rate management team, with public company track records. We have a totally disruptive technology applied to large and known markets with huge potential. We are now commercializing after 4+ years of development. We’re not very well known outside of Canada—in fact, we’re probably not that well known inside of Canada—so because we trade only on the OTC in the US, we haven’t been able to attract as many investors as we would like to. Although we are not known, we will be soon. We have a solid, large company partner in China with investment in the JV with SANAN. The plans for the JV are to grow it, and to eventually possibly to take it public on the Star Board in a few years. And we’re expecting soon to be on the NASDAQ, which in my opinion, itself, will increase our share price because of the larger investment audience we’ll attract."

• "Shareholders are now in a better position today than they ever were and they may not even know that."

• "Ai is just a very exciting business for POET, just because of the volumes involved".

• “Any time you are past the technology phase and getting into business development, getting into commercialization, starting to get into customers, becoming their preferred supplier, it’s always an exciting time… it’s also an extremely busy time for the company and there’s obviously a lot of things you’ve got to do. Sometimes we feel like we’re building the plane as it’s taking off, but that’s kind of what we do… As an investor base, I think you guys should take a closer look at us because we are definitely at an inflection point NOW”

• "As photonics plays a larger role in our lives, the excitement around the industry builds. In 2022, it should have an unprecedented commercial impact, signaling even greater growth in the years ahead."

• “The customized Optical Interposer platform that we have co-developed with POET is among the most advanced of its kind in high-speed computing.”

• "So many ideas in the pipeline to develop" and shareholders are in the "best position they ever were and they might now even know that yet."

• "The interposer is such a low loss medium and when I say low loss, not just low optical loss but low RF lost right. Low electrical loss that you know we're able to operate these products at approximately 30% lower power power consumption of what might conventionally be achievable or possible."

• "A lot of people attempting to flip-chip lasers, but we are the only ones in the world that have been successfully able to do it with extremely small directly modulated lasers (DML)"

• "We believe that by having a platform that enables the use of these types of ultra small, ultra low power devices allows us to not only provide competitive solutions at 100G and 200G, but we can extend these solutions using DML lasers all the way to 1.6T/sec or even 2T/sec, which without our platform is simply not conceivable. We have the extension of a an otherwise ending roadmap."

• "LR4 is a blue orphan."

• "POET's Optical Engine is 1/4 the size of a conventional chip-on-board DML solution."

• "We're not the only ones referring to POET's technology as being 'amazing.'"

• "Live demos of POET’s 200G FR4 TX engine & 400G FR4 RX engine were exceedingly well received by the dozens of attendees who viewed at our booth. The “semiconductorization” of photonics is truly a game-changer for the industry."

• “We take data transmission to the next level.”

• “Lithium niobate modulators have been used for the last 35 years, and have the best performance and reliability of any other modulator technology.”

• "Truly Amazed" is how Raju Kankipati, POET Technologies' latest hire, felt when he first saw the company's Optical Interposer in action."

• "A 400G DML-enabled product ... would act like a slingshot and propel innovation in a number of sectors."

• "Samples are in the hands of multiple potential customers and partners and the early feedback is strongly positive."

• "POET Technologies has an immense amount of intellectual talent for a company of its size. Led by CEO Dr. Suresh Venkatesan."

• "POET’s Optical Interposer provides greater than 100 times more scalability than other options in the photonics industry. That’s because of the OI’s lower bill of materials and ease of integration."

• “We are working closely with customers on further product customization for their specific end market applications & with others on proposals to leverage the benefits of our Optical Interposer platform.”

• "We have a design win & PO with a large #network systems company for our 100G CWDM4 and 100G LR4 #Optical Engines. Our excellent performance and small form factor make us hard to beat!"

• "Hybrid integration is on track to impact the industry in notable ways in 2022. Until we get there, companies ensnared in the supply-chain backlog can implement some sensible measures to mitigate the delays. One of the first things that can be done is to procure qualified secondary vendors who can help fill the gap when your primary supplier is unable to deliver. That is a step we took at POET Technologies in the spring and it has helped us limit the delays toward the commercialization of our products."

• ..............

CATALYSTS

Never forget our roadmap (-2028). We've now a senior level production line manager. So keep your shares tight.

FINANCIALS

We shouldn't be worried about the cash available and our burn-rate. That's been said many times. Maybe we'll need more money to develop our photospectrometer, but I'm sure POET will figure something out when signing that JV. Remember, production starts in 2H this year. We should see our first millions $$$ come in. So keep your shares tight.

FLOAT

The lower the liquidity (the more shares are registered to individuals), the higher the typical volatility, and that is true for both directions, including upside. So keep your shares tight.

MARKET

Everyone knows we're in a bear market . We have Covid-19 outbreaks in China, a worldwide green transition and a Russia-Ukraine war. This all feeds inflation, which is already on a 40-year high. Then we have the hawkish Fed (beginning rate hikes). Retails needs their money more then ever. Many retail people haven't even money left to invest. The market will need some time to heal. So keep your shares tight.

TAKE HOME MESSAGE

As Suresh stated, innovation is incremental. It takes some time, especially in these market conditions. In my opinion, behave as a longterm investor and sit this out. Enjoy the news we get and always keep your focus on the >1B revenue by 2028. A man once said: "If you are not willing to own a stock for 10 years, do not even think about owning it for 10 minutes.". So if you are stable enough to hold that long, you could become a very rich MF. Never forget the value of what you're holding.

GLTA